Financial Planning
Strategic College Search to Maximize College Savings and the Role of the 529 Plan (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Financial Planning
Student Loans, Financial Well-Being, and the Role of the Financial Planner (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Financial Planning
Taking the High Ground on Financial Literacy (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
Financial Planning
Testamentary Charitable Remainder Trusts as Stretch IRA Alternatives (Journal Article)
This article appeared in the May 2022 Journal of Financial Service Professionals.
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the January 2022 Journal of Financial Service Professionals.
Financial Planning
The Future of Emerging Markets and the Accelerating Digital Revolution (FSPgo On-Demand Webinar)
Program Overview With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. This rising middle-class consumer wave has transformed economies and produced new internet giants equal to or even larger than their U.S. counterparts. Our [...]
Accounting & Tax Planning
The Mathematics of SECURE—Where the Tax Law and Economics Collide (LISI e-Book)
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Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Financial Planning
Twenty-Five Examples Illustrating How 529 Plans Can Benefit Clients (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the March 2022 Journal of Financial Service Professionals.